How to manage an animal with several files

 

If you have mistakenly created 2 files for the same animal (owners with different names, animal with a nickname, etc.), several solutions are available to you:

  • If the files do not yet contain information, you can simply archive them.
  • If, on the opposite, they contain important data such as consultations, reports, etc. .. then it will be necessary to regroup all this in a single file.

This is called “Merge two records” and this video shows you how to do it.

Producing a quote

To create a quote

Open the animal’s file and click on NEW ESTIMATE

Select the different medical services and products that you wish to add to your quote.

By clicking on the product / medical service concerned, it will be possible to modify the quantity, the price, or to add a comment, which you wish to see appear next to the service/product, on the quote and the future invoice.

You can also add a comment at the end of your quote :

Either by using one of your text models previously created in MODELS / TEXT MODELS

Or by adding a new comment in COMMENT AREA

You can then SAVE, PRINT or SEND the quote to your client by email and even create a visit based on this quote should it be accepted by the client.

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